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Timothy Morgan Bidwell

HAZLETT, BURT & WATSON

WHEELING, WV

·CRD# 4296834·25 years experience

Professional Summary

Timothy Morgan Bidwell is a registered financial advisor currently at HAZLETT, BURT & WATSON, INC. located in Wheeling, West Virginia. Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Timothy has worked at 1 firm and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24, Series 14, Series 10, Series 9 and Series 27 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

HAZLETT, BURT & WATSON, INC.·CRD# 396

RIA

BD

1. 1300 Chapline Street, Wheeling, WV 260032. 179 East Main Street First Floor, Barnesville, OH 437133. Paden City, WV4. 1300 Chapline Street, Wheeling, WV 260035. 1300 Chapline Street, Wheeling, WV 26003

March 31, 2006 - Present

HAZLETT, BURT & WATSON, INC.·CRD# 396

RIA

BD

1. 1300 Chapline Street, Wheeling, WV 260032. 179 East Main Street First Floor, Barnesville, OH 437133. 1300 Chapline Street, Wheeling, WV 260034. 1300 Chapline Street, Wheeling, WV 26003

March 27, 2001 - Present

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Current Firm

HAZLETT, BURT & WATSON, INC.

HAZLETT, BURT & WATSON, INC. | SECURITY CAPITAL MANAGEMENT

CRD#: 396 / SEC#: 801-66333, 8-17737

RIA

Registered Investment Advisory firm - SEC (3/29/2006 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

1300 Chapline Street, Wheeling, WV 26003

Mailing Address

1300 Chapline Street, Wheeling, WV 26003

Phone Number

(304) 233-3312

Established

West Virginia since 09/06/1973

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

20

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

FINRA licenses (38 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ASSET MANAGEMENT ACCOUNT BROCHURE (3/25/2026)

DIRECT MANAGED WRAP PROGRAM (3/25/2026)

Direct owners and executive officers

Name	Position	CRD#
HB&W, INC.	PARENT COMPANY	—
BARICKMAN, MICHAEL THOMPSON	EXEC VP / DIRECTOR	1535665
BIDWELL, TIMOTHY MORGAN	EXEC VP / CFO / CHIEF COMPLIANCE OFFICER / DIRECTOR	4296834
BURECH, HAROLD BRUCE	DIRECTOR /SR VP	856313
ECHOLS, MARILYNN SUE	EXECUTIVE VICE PRESIDENT / DIRECTOR	818946
MARSH, JASON LEE	CHAIRMAN / CEO / DIRECTOR	4792963
WEAVER, GEORGE SPERRY III	SR EXEC VP / DIRECTOR	1061710

Regulatory Assets Under Management

Total Number of Accounts

2,399

AUM (Assets Under Management)

$1,388,534,202

Disclosures

Regulatory Event

2

Arbitration

1

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
01/14/2025	Cover Page	Report
12/19/2023	Cover Page	Report

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HAZLETT, BURT & WATSON, INC.

HAZLETT, BURT & WATSON, INC. | SECURITY CAPITAL MANAGEMENT

CRD#: 396 / SEC#: 801-66333, 8-17737

RIA

Registered Investment Advisory firm - SEC (3/29/2006 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(7/15/2014)

RR

Indiana
(12/16/2004)

RR

Ohio
(1/6/2003)

RR

Texas
(10/3/2011)

RR

Washington
(3/16/2026)

RR

West Virginia
(5/29/2001)

IAR

West Virginia
(3/31/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2001About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2001About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2002About the Series 24 exam

Series 14 — Compliance Officer Examination

Passed Feb 2002About the Series 14 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2002About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2002About the Series 9 exam

Series 27 — Financial and Operations Principal Examination

Passed Mar 2001About the Series 27 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Timothy Morgan Bidwell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Timothy Morgan Bidwell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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